Financial Planning Emphasis

Do you have an interest in learning how to help people manage their finances? The Financial Planning Emphasis may be a great fit! The Financial Planning emphasis provides the critical knowledge on topics such as budgeting, saving for a home, college, or retirement, and managing investments. This emphasis will also cover the laws and regulations affecting financial planners. Explore topics such as estate planning, the role of insurance in individual financial security, and how to plan for the future. The following courses are a part of the emphasis:

Undergraduate Financial Planning Emphasis Courses

BUS 342 Financial Planning & Practice

3 Credits

This course is a study of the various aspects of family financial planning from the perspective of the financial planning professional. It introduces the legal and regulatory issues affecting financial planners, defines the client-planner relationship, and prepares the planner to conduct family financial analysis. Emphasis is on providing the student with the knowledge and tools necessary to help families make informed financial decisions.

BUS 405 Principles of Investments

3 Credits

The study and analysis of securities and other forms of investments. Emphasis is on investment principles from the manager’s point of view. Prerequisite: BUS 401.

PFP 457 Retirement & Estate Planning

3 Credits

The Retirement and Estate Planning course is designed to introduce methods and techniques of personal financial planning with an emphasis on how a client’s needs are addressed within the confines of government rules and regulations. This course will include an examination of the laws, regulations and benefits available to those who are retiring, who have retired, or those who are estate planning. Prerequisite: ACC 401

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